Client Trust Accounting Specialist

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    "requisitionTitle": "Client Trust Accounting Specialist",
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    "requisitionDescription": "<div><link href=\"https://cdn.jsdelivr.net/npm/[email protected]/css/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\">&nbsp;<link href=\"https://cdn.jsdelivr.net/npm/[email protected]/css/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><p>&nbsp;</p><p><strong>COMPANY BACKGROUND:</strong></p><p>Broadstep Behavioral Health, Inc. (&ldquo;Broadstep&rdquo;) f/k/a Phoenix Care Systems, Inc., is the parent company of Broadstep Academy, Inc. and Broadstep Pharmacy.</p><p>&nbsp;</p><p>Broadstep has been a leader in providing a continuum of physical, emotional, and mental support for children and adults with intellectual and developmental disabilities (I/DD), mental illness, and co-occurring disorders for over 45 years.&nbsp;</p><p>&nbsp;</p><p>As one of America&rsquo;s leading I/DD and behavioral health providers, our vision is to be America&rsquo;s <strong><em>first-choice</em></strong> in behavioral health and supportive living.</p><p>&nbsp;</p><p>This is an extraordinary opportunity for a motivated accountant with experience gathering, evaluating, presenting and reporting financial information. &nbsp;The ideal person for this role will have experience in a complex multi-location, multi-program organization. This great opportunity is located in West Allis, WI.</p><p><strong>&nbsp;</strong></p><p><strong>SUMMARY:&nbsp;</strong>&ensp;&ensp;&ensp;&ensp;&ensp;</p><p>The Client Trust Accounting&nbsp;Specialist will manage the&nbsp;Broadstep Client Trust Accounts (CTA)&nbsp;and billing processes following basic accounting principles.</p><p>&nbsp;</p><p><strong>&nbsp;</strong></p><p><strong>&nbsp;</strong></p><p><strong>&nbsp;</strong></p><p><strong>DUTIES AND RESPONSIBILITIES:</strong></p><ul><li>Analyze and implement process improvements</li><li>Prepare and enter deposits, including coordination with A/P for monthly allotments</li><li>Follow CBRF and funding source regulations which relate to patient trust accounts</li><li>Complete payee applications as&nbsp;needed; maintain list of payees for all residents</li><li>Communicate with&nbsp;Broadstep program&nbsp;staff regarding resident functioning, in order to properly approve extra spending requests</li><li>Run and disburse weekly allowance and extra request checks in a timely fashion,</li><li>Coordinate Social Security/SSI and insurance eligibility for&nbsp;Broadstep&nbsp;residents</li><li>Apply for and maintain eligibility for Social Security/ SSI/ VA and other benefits; complete periodic eligibility reviews; complete all paperwork and reporting duties as required by SSA and other programs</li><li>Complete SSA payee accountings</li><li>Create and maintain resident income files</li><li>Prepare items needed for the annual audit</li><li>Keep records for the account in compliance with federal, state and local requirements</li><li>Follow funding source regulations regarding resident liability to contribute toward the cost of care from earned and unearned income</li><li>Abides by the laws of confidentiality</li><li>Performs other related duties as assigned</li></ul><p><strong>&nbsp;</strong></p><p><strong>SUPERVISORY RESPONSIBILITIES:</strong></p><ul><li>None</li></ul><p>&nbsp;</p><p><strong>QUALIFICATIONS:</strong></p><p>Specific requirements include:</p><ul><li>Possess a high school diploma, or a GED equivalent.</li><li>Meet the background check requirements for each state&rsquo;s regulations<u>.</u></li><li>Successfully pass an initial medical examination and pass a drug screening, which provides evidence that they are free from communicable diseases, including active tuberculosis or conditions, which prohibit them from reasonably, performing the assigned duties, except as provided for by the ADA. &nbsp;Staff will be reexamined on a regular basis. &nbsp;</li><li>Knowledge of the confidentiality policy and HIPAA laws, and apply the practices governing those policies and legislation at all times.</li></ul><p>&nbsp;</p><p>&nbsp;</p><p><strong>&nbsp;</strong></p><p><strong>COMPETENCIES:</strong></p><ul><li><strong>Diversity</strong> - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.</li><li><strong>Ethics</strong> - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.</li><li><strong>Adaptability</strong> - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.</li><li><strong>Analytical</strong> - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures. &nbsp;Keen analytic, organization and problem-solving skills which allows for strategic data interpretation versus simple reporting</li><li><strong>Attendance/Punctuality</strong> - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.</li><li><strong>Business Acumen</strong> - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.</li><li><strong>Change Management</strong> - Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results.</li><li><strong>Cost Consciousness</strong> - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources.</li><li><strong>Dependability</strong> - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.</li><li><strong>Initiative</strong> - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.</li><li><strong>Innovation</strong> - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others&#39; attention.</li><li><strong>Interpersonal Skills</strong> - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others&#39; ideas and tries new things.</li><li><strong>Judgement</strong> - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.</li><li><strong>Professionalism</strong> - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments; Maintains appropriate professional appearance; Evaluates own performance and assumes responsibility for professional development; Maintains confidentiality; Maintains current knowledge of all changes and trends affecting area of work</li><li><strong>Teamwork</strong> - Balances team and individual responsibilities; Exhibits objectivity and openness to others&#39; views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone&#39;s efforts to succeed; Participates as a team member utilizing a collaborative style to achieve mutual goals; Provides proactive, creative cross-functional thinking and ideas to enhance service to internal/external customers; Demonstrates ability to work effectively with others. Celebrate each others&rsquo; successes and work together to overcome challenges.</li><li><strong>Oral/Written Communication</strong> - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings; Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.</li></ul><p><strong>&nbsp;</strong></p><p><strong>PHYSICAL DEMANDS AND WORK ENVIRONMENT:</strong></p><ul><li>Frequently required to stand.</li><li>Frequently required to walk.</li><li>Frequently required to sit.</li><li>Frequently&nbsp;required to utilize hand and finger dexterity.</li><li>Frequently required to talk or hear.</li><li>Occasionally exposed to bloodborne and airborne pathogens or infectious materials.</li><li>While performing the duties of this job, the noise level in the work environment is usually quiet. &nbsp;</li></ul><p><em>Broadstep, Inc. is an Equal Employment Opportunity Employer, prohibits discrimination based on the following protected categories: race, creed, color, national origin, nationality, ancestry, age, sex/gender, marital status, civil status, domestic partnership status, familial status, religion, affectional or sexual orientation, gender identity or expression, atypical hereditary cellular or blood trait, genetic information, liability for service in the Armed Forces of the United States, or disability.</em></p><p>&nbsp;</p><p><em>The above is intended to describe the general content of and requirements for the performance of this job. &nbsp;It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. &nbsp;Nothing in this job description restricts management&rsquo;s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</em></p></div></div>\n",
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